iShares 0-3 Month Treasury Bond ETF
SGOV
586 hedge funds and large institutions have $7.69B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 230 increasing their positions, 185 reducing their positions, and 54 closing their positions.
159% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 54
24% more repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 185
16% more funds holding
Funds holding: 504 → 586 (+82)
3% less capital invested
Capital invested by funds: $7.95B → $7.69B (-$261M)
7.47% less ownership
Funds ownership: 51.06% → 43.58% (-7.5%)
8% less funds holding in top 10
Funds holding in top 10: 91 → 84 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$141M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$108M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$99.6M |
| 4 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$97.7M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$77.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$366M |
| 2 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$121M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$109M |
| 4 |
Cerity Partners
New York
|
-$94.9M |
| 5 |
Nomura Asset Management
Tokyo,
Japan
|
-$76.9M |
SGOV Hedge Fund Activity: Q4 2023 in Review
586 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q4 2023, worth a combined $7.69B — down 3.3% from $7.95B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new SGOV positions and 54 closed out — a net gain of 86 holders — while 230 added to existing stakes and 185 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $141M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $366M sold.
- 586 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q4 2023, up from 504 in Q3 2023.
- Funds reported $7.69B of iShares 0-3 Month Treasury Bond ETF stock for Q4 2023, down 3.3% quarter-over-quarter.
- 140 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q4 2023 and 54 closed out, a net change of +86 holders.
- The largest iShares 0-3 Month Treasury Bond ETF buyer in Q4 2023 was Neuberger Berman Group, an estimated $141M added.
- The largest iShares 0-3 Month Treasury Bond ETF seller in Q4 2023 was Exchange Traded Concepts, an estimated $366M sold.
Based on aggregated 13F filings for Q4 2023.